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Director, Senior Corporate Trust Counsel

BCG Attorney Search Apr 29,2022 Location Henderson NV
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Recruiter

Attorney

Trusts and Estates

Elder Law

Estate & Tax Planning

Probate

4-20 yrs required

Profile

Henderson office of our client seeks director, senior corporate trust counsel with 5+ years of professional experience as a practicing attorney in a law firm specializing in estate and trust matters or in-house experience with a bank, trust company or wealth management firm supporting a personal trust or wealth management business. The candidate will be providing trust and estate expertise on trust, estate, tax and fiduciary issues affecting new and existing trust relationships. Will be providing day-to-day mentorship to trust officers and administrators on acceptance and ongoing administration of trust relationships. Reviewing trust documents and preparing appointment, acceptance and resignation paperwork for trust relationships. Working with Trust Administration to provide legal interpretations of trust documents and respond to questions from Trust grantors or beneficiaries. Attending presentations to prospective clients. Assisting with handling litigation and threatened litigation or complaints, including handling outside counsel. Collaborating with firm?s broader legal, compliance, risk and audit groups. Conducting research and participating in industry association meetings to stay ahead of relevant legal and regulatory developments. Should have legal proficiency in trust and estate matters and capable of assisting with the growth and operation of the varied businesses. Must be admitted to the Bar in at least one U.S. jurisdiction. Should preferably have detailed knowledge of Estate Planning and Trust Administration including a high level knowledge of all Federal and State tax implications as necessary to support a multistate trust business. Solid research skills and the ability to formulate solid legal advice and strategies related to the establishment and administration of trust relationships under the law of any state as necessary to support a multistate trust business essential. Familiarity with Delaware Trust law relating to the establishment and administration of directed trust relationships is a plus. Knowledge of State and Federal bank regulatory requirements applicable to corporate trustees and the operation of a personal trust business is a plus. Experience or a general familiarity with the business operations of a broker/dealer is a plus.

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